See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE10+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLACE · COLUMBUS, OH 43215 | Recordkeeping | $36,280 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 33 4340 REDWOOD HWY #B-60 · SAN RAPHAEL, CA 94903 | Securities brokerage; Other fees | $18,983 |
RPW SOLUTIONS LLC3 years Filed as: RPW SOLUTIONS, LLC. Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $1,450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,823 | $61,058+16.0% | $71,209-0.5% | $85,563-17.2% |
| Participation rate | 55.4% | 58.6%-3.2pp | 73.8%-18.4pp | 66.0%-10.6pp |
| Annual return | 12.01% | 100.41%-88.4pp | 282.51%-270.5pp | 31.51%-19.5pp |
| Employer contribution / active EE | $1,446 | $2,199-34.2% | $2,721-46.9% | $2,654-45.5% |
| Participant deferral / active EE | $2,037 | $3,173-35.8% | $4,175-51.2% | $4,375-53.4% |
| Admin fee / account holder | $75 | $855-91.3% | $5,349-98.6% | $834-91.0% |